Change Incorrect Time on Invoices
The time stamp displayed on your Orchid POS invoices is determined by your timezone settings. An incorrect time stamp can occur after daylight saving time starts or ends as Orchid POS does not adjust for that automatically (as not all locations take ...
Correctly Calculating the sales tax on a trade
1. Confirm that sales tax is set correctly in the store setup screen 2. Click the title of the item in the cart and confirm that both items in the cart are set to sales tax On 3. Review the sales tax value displayed in the cart 4. The sales tax from ...
Count Drawer In and Out, Start of Day and End of Day
Before you open your store (or start your shift if you have employee-designated cash drawers), you will need to count the cash you have in your drawer and tell Orchid POS the results. At closing (or end of shift), you need to again count the cash in ...
Create a Customer Account Balance to be Paid Later
An accounts receivable balance is a balance due on a finalized invoice. Customers can pay A/R balances in full, or partially over time. A balance due is established by using House Account as a payment option for the amount they will pay later. House ...
Create a Customer Account for a Business
We recommend using the Last Name field for a business name, in the event the customer account that is a business rather than an individual.
Create In-Store Credit
Instore credit is a credit on the customer's account, which can be applied toward future purchases. If the credit is due to a return; instead of issuing a refund: Use the Split/Other (four squares) payment icon to proceed to the payment screen. ...
Default Currency Display in Point of Sale, Count In / Out
Orchid POS supports all currencies. Go to Office > Back Office Settings > Store Settings (click Edit icon next to store location) to adjust default currency. All world currencies and countries are listed as options. Currency selection determines the ...
Edit or Update Sales Tax Rates
To edit your sales tax rates, names, or settings go to Manage > Store Configuration> My Store & FFL > edit pencil next to the proper store location > Scroll to sales tax settings > update percentage > Click Update at the bottom of the page to save ...
Go Directly Back to Point of Sale After Invoice is Completed
When a sale (or any other type of transaction) is completed in Point of Sale, Orchid POS may take you to the Invoice Review page rather than directly back to POS for the next transaction. To prevent this stop at the Invoice Review page, go to Office ...
How to Refund Store Credit to Check or Cash
To refund Store Credit from a Consignment, Return or Deposit you will first want to select the customer. Then you will see at the bottom of the tab, the deposit amount. Click on Refund In-Store Credit Select the Tender the customer would like to ...
Multiple Sales Tax Rates, Rental or Service Tax
Orchid POS supports up to three sales tax rates. These are set in Office > Back Office Settings > Store Settings (click Edit icon for store location). For each tax rate, you can define which inventory types use each tax. For instance, you may have a ...
Orchid POS Inventory Management
Beta Release: New Create Purchase Order Page Beta Release: New Manage Products Page Beta Release: New Select Parts to Order Page Orchid POS Says Part Number Already Exists, but I Can't Find It Add, Edit, Delete Categories Adjust Inventory in Stock ...
Orchid POS Invoice and Receipt Format Display
Showing an Item was Sold at a Discount on Receipts and Invoices Rename Column Headers on Receipts and Invoices Printing Multiple Currencies with Exchange Rate on Receipts and Invoices Tax-Inclusive Pricing on Receipts and Invoices Print Customer's ...
Pay a Customer's Previous Balance
To make a payment toward a previous balance for the current and/or another customer: 1. Click the Pay Account button to view the Pay A/R popup. 2. If it is the current customer’s balance that they are paying, click YES for Pay Now and then select ...
Pay with Instore Credit
When a customer has Instore Credit available on their account, they can use part or all of that amount toward a purchase or deposit payment. To use it: Select the Split/Other icon (four squares) to proceed to the payment screen. Choose Instore Credit ...
Print Customer's Account Balance Due on All Receipts and Invoices
Orchid POS allows you to print a customer's ongoing A/R (customer account) balances on all of their invoices until the balance is paid. Go to Accounting > Billing & Collections > Invoice Settings > "Print Outstanding Balances."
Print Customer's Accounts Receivable Statement
Notes on A/R Statements: A/R statements are formatted for window envelopes if you wish to print and mail your statements. You can print statements for all customers with balances, or choose to print a statement for a specific customer. Statements can ...
Printing Multiple Currencies with Exchange Rate on Receipts and Invoices
Go to Office > Back Office Settings > Invoice Settings. If you accept two currency types turn on the option “Exchange Status.” Exchange rates are entered manually by the user and are not updated automatically.
Print Month End Reports
Orchid POS does not have a particular set of reports for "month's end." We leave the selection of information up to each individual business and desired date range. We recommend using the export to pdf option from the following reports' windows; this ...
Sales Tax on Packages
When a package is sold, the included products are displayed in Point of Sale at a single combined price but are actually being sold individually in the background. Sales tax status is determined by each included product’s status (if the product is ...
Save an Invoice to Check Out Later
If you have started creating an invoice for one customer but need to pause and assist another, Orchid POS will automatically save any item in the customer's open cart. This means you do not have to do anything special to save the invoice you are ...
See All Invoices From All Customers
To see all invoices, regardless of customer, purchase, or payment type: From your Point of Sale home page, go to the POS menu up top > Manage Invoice.
Tax-Inclusive Pricing on Receipts and Invoices
Orchid POS offers two options for tax-inclusive pricing display on the receipts, invoices, and documents that your customers receive: dollar amount or percentage. Both will include the tax for each item in its unit price and extended price. To turn ...
Track Money Received at a Temporary Off-site Location
If you are attending a trade show or temporary market while your main store location remains open, you can tell Orchid POS to separate transactions. To do this, you will set up an additional cash drawer. 1. Office > Back Office Settings > Setup ...
Transitioning to Orchid POS Software: Establish Current Customer Balance Due
While transitioning to Orchid POS from another point of sale program, you will want to move account balances due to you into Orchid POS as well but you don't want to double-report the sale that created the balance. Best practice for this is to place ...
Using Invoice Types
Invoice Type Settings These are found in Office > Back Office Settings > Invoice Settings Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type. Available Invoice Types by default are: Retail, Staff, Tax ...
View Report Showing All Invoices
The Sales Tax Summary report will show you all invoices in the selected date range, including all sales, deposits, rentals, and balance payments.
Void an Invoice
Users must have permission to void an invoice. For invoices that were paid by credit card, you can only void the invoice on the day it was created. Otherwise, you must issue a return. Voiding an invoice prompts the user for an explanation. Review the ...
Voided Invoice Still Shows in Quickbooks
If an invoice is voided in Orchid POS after its information was imported into Quickbooks, you must manually delete the day's journal entry in Quickbooks, re-export from Orchid POS, and import to Quickbooks again for that day so that it has updated ...